The mysterious case of the missing distressed deal
As the world tried to make sense of the pandemic, a record number of distress funds hit the road to raise capital in the expectation of an avalanche of investment opportunities – but this expectation ...
11 Maj 20229min
Opening routes of exposure to consumer assets
Traditionally an area dominated by banks, consumer lending is a well-established asset class, but what’s new is that asset owners can now get access to these assets. In this episode, Jerome Henrion gu...
19 Apr 202210min
Weathering the inflation storm
Inflation has proved to be anything but transitory. In this episode, David Parsons and David Lloyd discuss the economic impact of an evolving inflationary environment, the implications of supply-const...
30 Mars 202217min
Adding value to high-quality assets in complex situations
As lockdown restrictions lift and economies reopen, Jose Pellicer, Paul Crosbie and Andrew Amos survey the value add landscape and what this means for occupiers and discerning investors. Plus – what d...
16 Mars 202212min
Inflation – is it beyond transitory and now structural?
With inflation sitting at the core of many issues that investors are grappling with today, David Parsons sits down with Miles Tym and Richard Ryan to consider the pacing of central bank policies to ta...
16 Feb 202220min
Taking Asian real estate assets to another level in 2022
In an era of generally steep pricing, the focus is on real estate quality to cater to a variety of specific cultural and geographical requirements. Jose Pellicer and Richard van den Berg explore this,...
6 Jan 202219min
Is the inflation genie out of the bottle?
With higher inflation now a global phenomenon, the extent of its pick-up varies from country to country. David Parsons and Miles Tym explore the localised responses, whether Gen X will be Gen debt and...
22 Nov 202113min
Tailor-made. Customising Real Estate development loans
The concept of real estate lending has been around for centuries and continues to evolve. In this episode, Riccardo Cumerlato chats with the investment team about potential new opportunities in unders...
15 Nov 202112min
